Meridian Investments, Inc.
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 13225
- Registered since
- March 23, 1983
- Website
- www.meridiancompaniesllc.com
Firm profile
FINTRXOverview
Meridian Investments, Inc. is organized as a corporation and has been SEC-registered since 1983. The firm is listed as individually owned and is classified in the dataset as "unclassified," with no designation as a capital allocator. FINTRX records indicate Meridian is not identified as an active ESG investor, is not considered a multi-state adviser for regulatory purposes, and is neither newly formed nor positioned as a pension consultant or related adviser. The firm has not provided details about its client segments, fee structure, specific advisory services, or other business activities in the source dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13
Aidan McDonough
Vice PresidentCRD 7284339

John Boc
Co-Founder & ChairmanCRD 707131

John Casey
Co-FounderCRD 731545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8065 Leesburg Pike
- Time zone
- ET (UTC-5)
- Office locations
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